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Edelweiss Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.66

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,478 today.

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NAV Performance

Edelweiss Aggressive Hybrid Fund performance graph for last 3 years
Performance of Edelweiss Aggressive Hybrid Fund for last 3 Years

Fund Information

  • ₹ 38.030

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 57 Cr.

    as on 24 Sep 2021
  • 2.32%

    since 31 May 2021
  • 12 Aug 2009

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • edelweiss mutual fund

    Show All Funds

Highlights of this fund

Edelweiss Aggressive Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Aug 2009. This fund is offered by one of the top AMC (Assets Management Company) edelweiss mutual fund. You can also view here all other Hybrid funds offered by edelweiss mutual fund.

Latest NAV of the fund is ₹ 38.030 as on 24 Sep 2021.

This fund has 12 years of track record. Since 31 May 2021 expense ratio of this fund is 2.32%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities.

List of Fund Managers of Edelweiss Aggressive Hybrid Fund

  • About Hardik Verma

    Picture of Hardik VermaHardik Varma started his stint with Edelweiss Asset Management Limited in September 2015 and has over 5 years of experience in the financial markets. He joined as a Research Analyst and today holds the post of a Fund Manager in Equities. As a Fund Manager, his role revolves around devising strategies for risk adjusted investments. He has successfully completed all 3 levels of CFA Program (US) in 2015. In addition to this he’s also a B.Tech in Information Technology from Nirma University, and holds an MBA in Finance from NMIMS. Prior to joining Edelweiss Asset management Limited, he was associated with ICICI Securities as a Research Analyst. A strong admirer of investment pundit Warren Buffet, he lives by his quote “It is not necessary to do extraordinary things to get extraordinary results. Instead, focus on a simple and systematic approach that can deliver much better results in the long run.”
  • About Gautam Kaul

    Picture of Gautam KaulGautam Kaul comes with 15 plus years of rich experience in the financial markets. He is the Fund Manager with us with Fixed Income Schemes being his core competence.Gautam Kaul has been associated with some of the renowned fund houses in India, viz. Sahara, Invesco, IDBI Asset Management amongst others. His association with Edelweiss Asset Management Limited started in the year 2016. With an MBA in Finance from Pune University, he strongly believes that one should always lead by example!
  • About Bharat Lahoti

    Picture of Bharat LahotiBharat comes with 13 years of experience in areas spanning portfolio management, macro and sector research. He has previously worked with marquee investment banks and asset management companies. His last assignment prior to joining Edelweiss Asset Management Limited was with DE Shaw Group, a global hedge fund, as a senior manager working on fundamental and quantitative research ideas. With a Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute of Management and a Bachelor in Engineering (BE) in Electronics and Telecom from Mumbai University, he strongly believes that discipline and persistence are the most important qualities that can make or break you.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.53% 14.45% 35.60% 75.45% 40.30% 27.88% 18.66% 16.91% 74.46% 58.65% 42.10% 27.43% 19.86%
Category Average 5.56% 10.05% 20.22% 52.82% 22.09% 16.02% 12.58% 13.87% 45.02% 35.62% 25.59% 17.34% 14.54%
Edelweiss Aggressive Hybrid Fund 5.35%₹ 10,534 10.30%₹ 11,029 20.08%₹ 12,008 53.28%₹ 15,328 44.63%₹ 14,734 20.98%₹ 14,643 34.48%₹ 33,165 15.66%₹ 15,478 24.90%₹ 51,678 12.33%₹ 17,896 17.09%₹ 91,956 12.96%₹ 33,864 13.82%₹ 2,47,071
DSP Equity And Bond Fund 4.69%₹ 10,468 9.76%₹ 10,976 20.16%₹ 12,016 54.24%₹ 15,423 44.60%₹ 14,732 22.85%₹ 15,099 35.52%₹ 33,457 19.37%₹ 17,017 27.22%₹ 53,339 13.60%₹ 18,935 18.58%₹ 95,376 14.42%₹ 38,523 15.90%₹ 2,76,155
Canara Robeco Equity Hybrid Fund 5.31%₹ 10,531 10.41%₹ 11,040 19.53%₹ 11,953 47.99%₹ 14,798 42.13%₹ 14,588 24.34%₹ 15,470 34.50%₹ 33,170 18.84%₹ 16,791 26.47%₹ 52,797 14.57%₹ 19,752 18.96%₹ 96,260 15.45%₹ 42,146 16.27%₹ 2,81,803
Mirae Asset Hybrid - Equity Fund 4.73%₹ 10,472 9.31%₹ 10,930 19.17%₹ 11,916 49.91%₹ 14,991 41.83%₹ 14,571 21.85%₹ 14,855 33.95%₹ 33,014 17.09%₹ 16,058 24.96%₹ 51,724 14.55%₹ 19,736 17.99%₹ 94,007 - -
Principal Hybrid Equity Fund 6.19%₹ 10,618 11.57%₹ 11,157 20.64%₹ 12,063 53.06%₹ 15,305 46.18%₹ 14,824 22.39%₹ 14,987 36.03%₹ 33,601 14.29%₹ 14,933 24.83%₹ 51,633 13.71%₹ 19,025 16.89%₹ 91,513 15.01%₹ 40,555 15.44%₹ 2,69,483
Kotak Equity Hybrid 4.60%₹ 10,460 7.46%₹ 10,746 17.16%₹ 11,715 55.17%₹ 15,517 42.78%₹ 14,627 23.73%₹ 15,317 37.49%₹ 34,015 18.73%₹ 16,743 27.87%₹ 53,812 13.05%₹ 18,476 18.33%₹ 94,798 - -

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Aggressive Hybrid Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    73.97%
  • Debt Holdings:

    5.28%
  • Others Holdings:

    20.75%

Top Sector Holdings of Edelweiss Aggressive Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.14% ₹ 10.29 Cr.
Computers - software 8.16% ₹ 4.63 Cr.
Pharmaceuticals 5.99% ₹ 3.39 Cr.
Refineries/marketing 4.41% ₹ 2.49 Cr.
Engineering, designing, construction 4.00% ₹ 2.25 Cr.
Others 59.30% -

Top Stock Holdings of Edelweiss Aggressive Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.64% ₹ 3.20 Cr.
Infosys Ltd. 5.41% ₹ 3.07 Cr.
ICICI Bank Ltd. 5.30% ₹ 3.00 Cr.
State Bank Of India 3.03% ₹ 1.72 Cr.
Larsen & Toubro Ltd. 2.44% ₹ 1.38 Cr.
Others 78.18% -

Top Debt Instrument Type holdings of Edelweiss Aggressive Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 5.28% ₹ 2.99 Cr.
NCD & Bonds 0.00% ₹ .00 Cr.
Others 94.72% -

Top Debt Holdings of Edelweiss Aggressive Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 5.28% ₹ 2.99 Cr.
Bond - Britannia Industries Ltd. 0.00% ₹ .00 Cr.
Others 94.72%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 12.27%
TREPS 6.05%
MF Units 1.34%
Warrants 0.60%
InvITs 0.49%